Setting up Reminder Emails for Your Assignees

October 21, 2021

Some forms need to be filled out regularly. For example, an inspection form might need to be completed at the end of each month. You can assign this form to an employee and schedule a reminder email to go out to your assignee every month.

  1. Go to the Publish tab.
  2. Click on Assign Form in the menu on the left.
  3. Click on the assignee list.
    assign-form
  4. Click the kebab menu on the right side of the line that lists the assignee you want to send reminder emails to.
    assign-form-options

From here, you can either send one reminder email to your assignee or schedule regular reminders.

Send Reminder Email

Click Send Reminder Email, and an email will be sent to that assignee.

assign-form-send-reminder-email

Schedule Reminder Emails

To schedule a reminder email…

  1. Click Schedule Reminder Email.
    assign-form-schedule-reminder-email
  2. Set up the reminder in the popup window, and you’re done!
    assign-form-schedule-reminder-email-1

After setting up your reminders, you can always edit or delete them.

How to Edit or Delete Reminder Emails 

  1. Go to the Publish tab.
  2. Click on Assign Form in the menu on the left.
  3. Click the mail icon in the list of assignees.
  4. Select the Edit or Delete on the next step.
assign-form-edit-schedule-reminder-email

We hope this guide helps you understand how to schedule reminder emails for your assignees. If you need any assistance, feel free to let us know!

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